US Patent No: 7,890,407

Number of patents in Portfolio can not be more than 2000

System and method for estimating conduit liquidity requirements in asset backed commercial paper

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ALSO PUBLISHED AS: 20080086404
ATTORNEY / AGENT: (SPONSORED)
 

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Abstract

A method and system for financial modeling to predict the amount of liquidity needed to support a portfolio of assets that is being financed in the commercial paper market, or any other market that is sensitive to the provision of liquidity. As the ability to access these markets is related to the rating of the assets, the model simulates rating movements over time and uses historical funding information of like assets to make estimates of future funding needs. Many aspects of the funding (draw) process are simulated (i.e., likelihood of draw, likelihood of continuing draw, and extent of draw amount). The result of the model is an estimate of reduced liquidity needs that is less than if the underlying assets were guaranteed individually, providing economic savings for the liquidity provider. A model is also described that predicts the required characteristics of a group of institutions jointly functioning as liquidity provider to the pool.

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First Claim

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Patent Owner(s)

Patent OwnerAddressTotal Patents
JPMORGAN CHASE BANK, N.A.NEW YORK, NY1855

International Classification(s)

  • [Classification Symbol]
  • [Patents Count]

Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Pellegrini, Roger J Scarsdale, NY 2 0
Rhinelander, John R Chattham, NJ 3 11
Wise, Eric S New York, NY 2 0

Cited Art

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UNIFIEDMARKET WORLDWIDE, LLC (1)
2002/0007,335 Method and system for a network-based securities marketplace 80 2001
 
UNITED SYNDICATE INSURANCE LTD. (1)
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VALENCE TECHNOLOGY, INC. (1)
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VIRTUAL GOLD, INC. (1)
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VISION MANAGEMENT RESEARCH LLC (1)
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WACHOVIA BANK, NATIONAL ASSOCIATION (1)
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WATSON; CRAIG MICHAEL (1)
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XCELEDATA CORPORATION (1)
6,356,933 Methods and apparatus for efficiently transmitting interactive application data between a client and a server using markup language 73 1999
 
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OTHER [CHECK PATENT PROFILE FOR ASSIGNMENT INFORMATION] (27)
5,592,379 Method and apparatus for pooling and distributing bond dividends 81 1994
6,073,104 System for invoice record management and asset-backed commercial paper program management 145 1994
5,986,673 Method for relational ordering and displaying multidimensional data 72 1997
2001/0011,242 SYSTEM AND METHOD FOR INTERACTIVE DISPLAY OF FINANCIAL INFORMATION AND ACCOMPANYING REPORT GENERATION 25 1997
6,381,585 Method and apparatus for administering a share bond 50 1998
6,272,474 Method for monitoring and trading stocks via the internet displaying bid/ask trade bars 315 1999
6,446,047 Municipal bond apparatus, product and method 11 1999
6,832,209 Method and apparatus for tax-efficient investment using both long and short positions 19 1999
6,615,187 Method of securitizing and trading real estate brokerage options 46 2000
2002/0073,007 System, method, and computer program product for use of lattices in valuating options 41 2001
2001/0020,236 Method and apparatus for analyzing data and advertising optimization 51 2001
2002/0026,405 Tradable futures, options, futures on options, options on futures relating to an index on the prices of airline passenger miles 32 2001
2002/0010,670 Method, system, and computer program product for trading interest rate swaps 43 2001
2003/0014,343 Long-term investing 41 2001
2002/0178,096 Virtual reality generator for use with financial information 59 2002
2002/0184,237 Methods and apparatus for compiling, processing and disseminating equity transaction data 59 2002
2002/0194,114 Multi-dimensional representation of financial data 51 2002
2003/0220,861 Method for adjusting the value of derivative securities due to a corporate event 31 2002
2003/0066,025 Method and system for information retrieval 49 2002
2003/0078,869 Interactive control interface for evaluating and executing a strategy for controlling investment risk 40 2002
2003/0126,068 Virtual trading floor system 58 2002
2003/0154,306 System and method to proxy inbound connections to privately addressed hosts 52 2003
2003/0126,069 Automatic ordering method and system for trading of stock, bond, item, future index, option, index current and so on 51 2003
2004/0078,248 Method and apparatus for protecting an entity against loss in its valuation 51 2003
2005/0060,254 Investment portfolio 33 2004
2007/0005,498 System and method for optimized funding of electronic transactions 26 2006
2007/0162,387 System and method for optimized funding of electronic transactions 21 2007

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